NetSuite Customization with Forms and Fields

There are many ways to customize NetSuite, for example companies can publish dashboards, create saved searches, and use workflows to help employees stay efficient and manage their time. The trick comes in knowing when and what to customize. Some of your pain points can be solved with simple fixes like editing the layout of a form or by creating a new field. By editing the layout of your forms, you can save your employees time by cutting through the baggage and presenting them with a clean, easy-to-use form.

Customize Forms:

Select the appropriate form:

Navigate to the record that you wish to customize > click edit > hover over Customize in the upper right corner of the form > click Customize Form

Customization > Forms > click Entry or Transaction Forms > click edit or customize next to the form you want to edit

Re-name, re-arrange, and show subtabs, field groups, and fields

Re-name: in the label column on each subtab you can enter a new name

Re-arrange: click on the item you wish to move and drag it up or down to the desired location

Show: in the show column check if you want the item to be shown and un-check if you don’t

Display tab: select subtab (choose main if you wish for it to appear in the header), display type (hidden, disabled, inline text, normal), and provide help text

Validation & Defaulting tab: check for field to be mandatory, set maximum character length, and provide default value for field

Sourcing & filtering tab: if sourcing contents of field…select the record and name of field where the information is being sourced from

Access tab: set default, role, department, subsidiary access levels (allows you to control who sees and uses the field)

Additional customization may be done by customizing the form (see above):

Show: check if you want the field to appear on the form, un-check if you don’t

Mandatory: check if you want a field to be required before record can be saved, un-check if you don’t

Display type: hidden, disabled, inline text, normal

Label: change the display name of fields

Field group: change where a field is displayed on the form (you can also click a field and drag it up or down on the list)

If your business is interested in cutting through the clutter and saving time for your employees using NetSuite, don’t hesitate to explore your options and seek out the knowledge of RSM’s NetSuite professionals by contacting us at [email protected] or calling 855.437.7202.